How to Estimate Equity Mutual Fund Returns?

Equity markets are at all time high levels. On one hand, many are flocking to investing in equity, while some others are developing cold feet. “Is this the right time to invest?” – This is the common question facing investment advisors and mutual fund distributors, alike.

In the last article, we looked at how to estimate returns from your debt funds. In this one, we will do the same exercise for equity funds. Understanding how much to expect should be able to help us evaluate various investment options.

Click here to read further ...

Estimation of Debt Fund Returns…

“Kitna return milega?” This is a very common question majority of investment advisers and distributors of investment products face. Very regularly. Many simply look at the historical numbers and gave some projections based on the past. Some others stick to various thumb rules, e.g. equity returns = GDP growth plus inflation. In the case of fixed income mutual funds, many assume that the fund should return net YTM to the investors (Net YTM = YTM – fund expenses)...

Click here to read my article on www.networkfp.com's blog

Investor Expectations – A Risk That Nobody Talks About

We hear a lot of discussion about managing the investor expectations, but have you ever looked at the investor expectation is a risk? Can we really call it a risk? This point can be endlessly debated. However, here is a perspective why we prefer to call it a risk. ...

Click here to read my article on the subject ...

Riding The Roller Coaster recommended by Brijesh Dalmia

A leading financial planner, a mutual fund trainer, a leadership trainer, and a leader himself Brijesh Dalmia recommends “Riding The Roller Coaster – Lessons from financial market cycles we repeatedly forget”. The book features in the list of suggested reading for IFAs.

Thank you Brijesh!

You can read the article here.

#RidingTheRollerCoaster

Time to change our informative communications

Click on the link below to read my article on the problem with some of the communications we receive 

 Will the Sensex be at 1,29,600 in 2018?

An Advisor's Best Business Card - my talk on 25th January

Cycle is the destiny

More than two decades of professional experience in capital markets. As a trainer, trained more than 50,000 participants through 940 workshops (for mutual fund distributors, CFPs and regulators; as well as for investors) across 98 different locations across the country. Author of a book “Riding The Roller Coaster – Lessons From Financial Market Cycles We Repeatedly Forget”, published by TV18 Broadcast Ltd, a CNBC group company. Amit Trivedi writes about the eternal truth in this article.

Click here to read the article.